Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

Examining Six Equity Market Narratives that Aren't Quite Right

Chief Market Strategist David Lafferty examines six prevailing equity marketing narratives - three bullish and three bearish.

US Asset Allocation Trends – Winter 2018

Equity returns hit new highs in 2017, but which model portfolios had the best performance?

Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, Head of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift—and how they plan to balance risk management with investment return.

Low-Volatility Equity Strategy in an Aging Bull Market

Learn about an investment strategy that has made it easier to stay invested long-term by reducing the impact of severe market swings on returns.

Market Outlook 2018: Assessing Potential Risks and Opportunities

Natixis Chief Market Strategist David Lafferty shares some thoughts on what investors might expect in the year ahead.

Three Areas Clients Need Professional Financial Help With

Taxes, risk, and estate planning may be three of the most overlooked areas where clients need professional financial help.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

Going Active: A Dynamic Approach to Smart Beta

How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.

Mind the Gap: The Hidden Risks of Smart Beta Indexing

Uncovering the potential for manager risk in smart beta indexing approaches.

Cruise Control or Four-Wheel Drive: Comparing Different Kinds of Smart Beta

A look at the potential benefits and risks of a range of factor-based investing strategies.

Plan to Offset Equity Volatility

Managed futures strategies may provide complementary performance to equity allocations, which can enhance portfolio diversification.

5 Things to Consider When Evaluating Alternative Investments

Alternative investments have the potential to enhance diversification, hedge volatility, and augment returns, though beware of the risks.

The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

Time to Prepare Portfolios for Volatility’s Return?

Strategies to consider now for when market volatility comes back from its extended vacation.

China’s Debt Bubble: The Next Big Thing?

How China’s credit boom could affect the global economy.

Driven to Create a Smoother Ride: Active ETFs

Active ETF strategies have an increased ability to navigate potentially volatile markets.

Actively Managed ETFs: The Evolution of Exchange-Traded Funds

The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.

Rethinking Indexing in the Age of Big Data

MIT's Andrew Lo says applying big data to behavioral finance can open the door to truly personalized index solutions.